See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,450 | $124,881-50.8% | $209,409-70.7% | $116,875-47.4% |
| Participation rate | 35.7% | 75.8%-40.1pp | 80.4%-44.6pp | 74.5%-38.8pp |
| Annual return | 14.14% | 14.56%-0.4pp | 159.49%-145.3pp | 16.29%-2.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $5,035-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,950 | $3,793-48.6% | $4,230-53.9% | $3,885-49.8% |
| Admin fee / account holder | $17,589 | $12,933+36.0% | $16,474+6.8% | $12,263+43.4% |